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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2020
- Office Locations
- 1
Office Locations
About THE Worley Banks Group, LLC
The Worley Banks Group is a Creve Coeur, MO-based RIA led by founder/financial planner Tim Banks. The firm builds holistic retirement-focused plans for families within five years of retirement and retirees, aiming to turn investments into sustainable income while protecting principal and legacy goals. Services include financial and investment planning, asset allocation, tax/estate coordination, and insurance. Operates under a fiduciary standard, with Schwab custody and Orion platform support.
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Owner & Executives
TIMOTHY JOSEPH BANKS
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4497630
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas Joseph Allgeyer
--
- CRD
- #7036586
Paul L Banks
Manager
- CRD
- #5915632
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,875,108 | $245,167 |
| Non-Discretionary | $422,931 | $23,496 |
| Total | $184,298,039 | $239,971 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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